SEC 13F Intelligence

Slatestone Wealth, LLC / BND

Slatestone Wealth, LLC’s Vanguard Bd Index Fds Position

Does Slatestone Wealth, LLC own Vanguard Bd Index Fds (BND)? Yes232.0K shares worth $17M (+1.41% of its 13F portfolio) as of Q1 2026, up from 220.3K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
232.0K
% of Portfolio
+1.41%
Quarters Held
16
currently held

Position History BND

Reported value by quarter
Q1 ’22: $265,000Q1 ’22Q2 ’22: $881,000Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ2 ’23: $4MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $14MQ2 ’25: $14MQ2 ’25Q3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026232.0K$17M+1.41%
Q4 2025220.3K$16M+1.37%
Q3 2025209.8K$16M+1.35%
Q2 2025190.2K$14M+1.31%
Q1 2025185.8K$14M+1.37%
Q4 2024159.1K$11M+1.12%
Q3 2024141.3K$11M+0.96%
Q2 202497.7K$7M+0.76%
Q1 202481.6K$6M+0.60%
Q4 202379.5K$6M+0.76%
Q3 202378.4K$5M+0.80%
Q2 202356.9K$4M+0.87%
Q4 202225.7K$2M+0.45%
Q3 202223.4K$2M+0.44%
Q2 202211.7K$881,000+0.23%
Q1 20223.3K$265,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Slatestone Wealth, LLC’s full portfolio or all institutional holders of BND.